Unlimited Reporting

Assigned botkeeper

A primary point of contact which will be responsible for performing a majority of your day to day bookkeeping. You can communicate with your botkeeper anytime via email. (Your bot is a combination of automation and human assistance)

Dedicated Accountant

A dedicated accountant that will be responsible for reviewing your financials on a monthly basis to make sure they are accurate and up to date. You can communicate with your assigned accountant anytime via phone or email.

Payroll & Benefits

Tracking, management, and administration. botkeeper does not replace the need for having a payroll provider or benefits broker.

Catch Up and Cleanup

Accounting back to a date of your choice – billed separately at $50/hr.

Delegation of Duties

Working with your team to implement and delegate responsibilities.

Accounting Software

Use of your existing accounting software or the migration to a new software platform.

Accounting Procedures

Development and maintenance of efficient and reliable accounting procedures and internal controls to facilitate 3 rd party audits or reviews.

Multi-Department Cost Allocation

Implementation of multi-department cost allocation and departmentalization of all payroll and/or other expenses.

Vendor Mapping

Mapping each vendor to a specific chart of accounts thereby providing the visibility and predictability of expense allocation.

Chart of Accounts

Design and implementation of a custom chart of accounts or improvement of an existing one to aid with internal budgeting/monitoring and provide reliable insight for investors and management.

Weekly Maintenance

Maintaining consistent books and reporting.

Accounts Receivable

• Revenue Recognition
• Generating Invoices
• Check and Cash Deposits

Accounts Payable

• Paying Bills
• Expense Reporting
• Document Management

Monthly Reconciliations

For all financials accounts and payment processors.

Monthly Journal Entries

For accurate revenue and expense recognition as related to deferred revenue or expenses, prepaid expenses, depreciation, and/or other accruals.

Monthly Review

Review of all accounts for accuracy by your dedicated accountant.

Monthly Close

With the following financials statements and reports delivered by the 15th of the month: Income Statement, Balance Sheet, Cash Flow, Aging Receivables, and Aging Payables.

Collection Calls & Emails

Inventory Tracking

Administrative Tasks

Money Back Guarantee

botkeeper is so confident you will prefer our services over your current bookkeeper or outsourced firm, that we offer a 30 day money back guarantee. If within the first 30 days of signing with botkeeper you decide to return to your prior bookkeeper or outsourced firm, we will refund half of all the fees paid prior to receiving a written request for termination.

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Best Price Promise

botkeeper offers bookkeeping and accounting services to startups and small businesses at the best possible value. We are so sure of this that we offer a Best Price Promise in which we promise to beat the pricing of any outsourced firm offering the same services. So you can be confident you are getting the most bang for your buck.